A lot of credit has to be given to the oil industry. The US is producing 2 million barrels @ day more than it did 18 months ago. The US has gone from a bit over 9 million barrels @ day to over 11 million barrels@day in the last 18 months.
This is just enormous.
All indications are that the USA will jack in another 2 million barrels@ day in the next 18 months—at which point the USA becomes a net oil exporter.
Add to that Canada is drowning in coal tar oil.